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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,097 | $29,051+72.4% | $52,425-4.4% | $67,986-26.3% |
| Participation rate | 63.4% | 30.4%+32.9pp | 55.6%+7.7pp | 57.2%+6.2pp |
| Annual return | 16.80% | 24.00%-7.2pp | 302.12%-285.3pp | 31.67%-14.9pp |
| Employer contribution / active EE | $2,071 | $412+403.0% | $914+126.6% | $2,019+2.6% |
| Participant deferral / active EE | $3,264 | $873+273.9% | $1,790+82.3% | $3,358-2.8% |
| Admin fee / account holder | $3,694 | $2,113+74.8% | $2,495+48.1% | $3,203+15.3% |